Wilsey Asset Management Inc
Wilsey Asset Management Inc reported 27 holdings worth US$681M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 21, 2026
Wilsey Asset Management Inc reported 27 holdings worth US$681M as of Sep 30, 2026. Largest: Microsoft Corp., Jp Morgan Chase & Co. and General Motors Company. Filed Oct 21, 2026 (Form 13F).
- Holdings
- 27
- Value as reported
- US$681M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 111K | US$57.1M | 8.4% |
| Jp Morgan Chase & Co. | 150K | US$49.7M | 7.3% |
| General Motors Company | 625K | US$48.1M | 7.1% |
| Stanley Black & Decker, Inc. | 536K | US$47.4M | 7.0% |
| Piedmont Realty Trust, Inc. | 4.94M | US$44M | 6.5% |
| Verizon Communications Inc. | 948K | US$43.5M | 6.4% |
| Wells Fargo & Company | 530K | US$42.4M | 6.2% |
| Allstate Corporation (the) | 190K | US$42.2M | 6.2% |
| United Parcel Service, Inc. | 428K | US$40M | 5.9% |
| Pfizer, Inc. | 1.39M | US$39.6M | 5.8% |
| Zimmer Biomet Holdings, Inc. | 435K | US$38.6M | 5.7% |
| Intuit Inc. | 132K | US$36.3M | 5.3% |
| Molson Coors Beverage Company | 968K | US$35.3M | 5.2% |
| The Cigna Group | 128K | US$34.9M | 5.1% |
| Vici Properties Inc. | 1.5M | US$34.4M | 5.0% |
| Conagra Brands, Inc. | 2.41M | US$32.4M | 4.8% |
| Costco Wholesale Corporation | 12,776 | US$11.6M | 1.7% |
| Qualcomm Incorporated | 2,992 | US$551K | 0.08% |
| Alphabet Inc (google) Class C | 1,488 | US$509K | 0.07% |
| Apple Inc | 1,496 | US$498K | 0.07% |
| Abbvie Inc. | 1,682 | US$440K | 0.06% |
| Vanguard Dividend Appreciation ETF | 1,846 | US$431K | 0.06% |
| Nvidia Corporation | 1,808 | US$413K | 0.06% |
| Leidos Holdings, Inc. | 2,197 | US$268K | 0.04% |
| Science Applications International Corporation | 2,059 | US$263K | 0.04% |
| Visa Inc. | 600 | US$216K | 0.03% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Medical Properties Trust, Inc. | 0 | US$0 | 0.00% |
| Mohawk Industries, Inc. | 0 | US$0 | 0.00% |
Source
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